Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in IART
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $485,261 | 39,071 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $974 | 68 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $196,258 | 15,995 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $379,371 | 17,252 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $419,556 | 18,499 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $4,009 | 105 | Shares | Sole | 2023-11-16 |